Moodys Corp
MCO- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001059556
In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 2 sales; 1,415 institutions reported holding it in 13F filings for Q2 2026, worth $71.7B in total; 8 superinvestors hold it, including Berkshire Hathaway and TCI Fund Management.
13F holders, Q2 2026
Institutional positions in Moodys Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,415
- +41 vs. Q1 2026
- Shares held
- 158.3M
- −2.43M (−1.5%) vs. Q1 2026
- Total value
- $71.7B
- +$1.59B (+2.3%) vs. Q1 2026
- New holders
- 152
- 502 more added
- Sold out
- 111
- 529 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $77.7B |
| Q2 2024 | 1,161 | $70.2B |
| Q1 2024 | 1,133 | $65.4B |
| Q4 2023 | 1,104 | $65.9B |
| Q3 2023 | 1,036 | $53.3B |
| Q2 2023 | 1,025 | $58.3B |
| Q1 2023 | 966 | $52.0B |
| Q4 2022 | 966 | $47.4B |
| Q3 2022 | 937 | $40.9B |
| Q2 2022 | 954 | $46.0B |
| Q1 2022 | 1,023 | $57.3B |
| Q4 2021 | 1,059 | $66.2B |
| Q3 2021 | 976 | $60.2B |
| Q2 2021 | 943 | $62.0B |
| Q1 2021 | 923 | $50.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,468 | $664.9K | 0.01% | +6+0.4% | Added |
| Brave Asset Management Inc | 1,463 | $662.6K | 0.14% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,461 | $661.7K | 0.05% | +466+46.8% | Added |
| Boston Family Office LLC | 1,454 | $659.0K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,450 | $656.5K | 0.15% | +579+66.5% | Added |
| Ellevest, Inc. | 1,451 | $653.6K | 0.08% | +316+27.8% | Added |
| 71 West Capital Partners | 1,442 | $653.1K | 0.02% | +583+67.9% | Added |
| Hilltop National Bank | 1,431 | $648.1K | 0.14% | −20−1.4% | Reduced |
| Empower Advisory Group, LLC | 1,430 | $647.7K | 0.00% | +5+0.4% | Added |
| J2 Capital Management Inc | 1,427 | $646.3K | 0.43% | +454+46.7% | Added |
| Evergreen Capital Management LLC | 1,405 | $636.4K | 0.01% | −1,525−52.0% | Reduced |
| Assetmark, Inc | 1,405 | $636.3K | 0.00% | −239−14.5% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $634.1K | 0.18% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,394 | $631.4K | 0.01% | +847+154.8% | Added |
| Cigna Investments Inc | 1,381 | $626.0K | 0.08% | −115−7.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,380 | $625.2K | 0.01% | +1,380 | New |
| LGT Fund Management Co Ltd. | 1,375 | $622.8K | 0.03% | −840−37.9% | Reduced |
| DeDora Capital, Inc. | 1,374 | $622.3K | 0.14% | −2−0.1% | Reduced |
| Sentry LLC | 1,374 | $622.3K | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 1,373 | $621.9K | 0.02% | −151−9.9% | Reduced |
| Qsemble Capital Management, LP | 1,368 | $619.6K | 0.08% | +1,368 | New |
| PCM Encore, LLC | 1,367 | $619.2K | 0.11% | −36−2.6% | Reduced |
| Fortis Capital Management LLC | 1,365 | $618.1K | 0.07% | +30+2.2% | Added |
| Azzad Asset Management Inc | 1,364 | $617.8K | 0.05% | −48−3.4% | Reduced |
| Fiduciary Alliance LLC | 1,358 | $615.2K | 0.04% | −149−9.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 1,354 | $613.3K | 0.01% | +815+151.2% | Added |
| Diversify Wealth Management, LLC | 1,245 | $605.0K | 0.01% | −33−2.6% | Reduced |
| Diversify Advisory Services, LLC | 1,245 | $605.0K | 0.01% | +761+157.2% | Added |
| EverSource Wealth Advisors, LLC | 1,325 | $600.0K | 0.02% | +25+1.9% | Added |
| TCG Advisory Services, LLC | 1,324 | $599.6K | 0.01% | +473+55.6% | Added |
| Vann Equity Management LLC | 1,320 | $597.7K | 0.36% | +94+7.7% | Added |
| Kera Capital Partners, Inc. | 1,319 | $597.4K | 0.06% | +242+22.5% | Added |
| Panagora Asset Management Inc | 1,310 | $593.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,308 | $592.4K | 0.02% | −62−4.5% | Reduced |
| DDD Partners, LLC | 1,295 | $586.5K | 0.04% | −1−0.1% | Reduced |
| Cambria Investment Management, L.P. | 1,295 | $586.5K | 0.03% | +1,295 | New |
| Sagewood Asset Management LP | 1,294 | $586.1K | 0.13% | +273+26.7% | Added |
| Edgestream Partners, L.P. | 1,289 | $583.8K | 0.02% | −7,950−86.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,289 | $583.8K | 0.02% | −84−6.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,289 | $583.8K | 0.01% | +243+23.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,283 | $581.1K | 0.03% | −29−2.2% | Reduced |
| Drake & Associates, LLC | 1,280 | $579.7K | 0.10% | −948−42.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,278 | $578.8K | 0.13% | +15+1.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $570.0K | 0.20% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,257 | $569.3K | 0.04% | −2−0.2% | Reduced |
| Dimension Capital Management LLC | 1,249 | $565.7K | 0.07% | +254+25.5% | Added |
| International Assets Investment Management, LLC | 1,194 | $559.2K | 0.03% | +6+0.5% | Added |
| Kingsview Wealth Management, LLC | 1,231 | $557.6K | 0.01% | −169−12.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,227 | $555.8K | 0.03% | −71−5.5% | Reduced |
| Maple Capital Management, Inc. | 1,225 | $554.8K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,171 | $552.1K | 0.17% | −1−0.1% | Reduced |
| Wellington Grp LLC | 1,219 | $552.1K | 0.15% | −334−21.5% | Reduced |
| Mather Group, LLC. | 1,214 | $550.0K | 0.00% | +101+9.1% | Added |
| Dodge & Cox | 1,213 | $549.4K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,213 | $549.3K | 0.33% | +1+0.1% | Added |
| Fayez Sarofim & Co | 1,200 | $543.5K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,200 | $543.5K | 0.04% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 1,199 | $543.4K | 0.00% | −72−5.7% | Reduced |
| Lansing Street Advisors | 1,193 | $540.3K | 0.12% | −6−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,192 | $539.9K | 0.03% | +48+4.2% | Added |
| Legacy Financial Advisors, Inc. | 1,183 | $535.8K | 0.07% | +61+5.4% | Added |
| First Horizon Corp | 1,181 | $534.9K | 0.02% | −2−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,167 | $528.6K | 0.10% | +8+0.7% | Added |
| Spirepoint Private Client, LLC | 1,164 | $527.3K | 0.04% | −14−1.2% | Reduced |
| Mutual Advisors, LLC | 1,161 | $525.9K | 0.01% | +31+2.7% | Added |
| PDS Planning, Inc | 1,161 | $525.8K | 0.03% | −67−5.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,155 | $523.1K | 0.00% | +1,155 | New |
| CX Institutional | 1,145 | $519.0K | 0.01% | +38+3.4% | Added |
| Everhart Financial Group, Inc. | 1,143 | $517.7K | 0.03% | −287−20.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,143 | $517.7K | 0.05% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,135 | $514.1K | 0.06% | −111−8.9% | Reduced |
| Winslow Capital Management, LLC | 1,132 | $512.7K | 0.00% | −293−20.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,128 | $510.9K | 0.03% | −9−0.8% | Reduced |
| Bridgewater Advisors Inc. | 1,045 | $504.9K | 0.03% | −19−1.8% | Reduced |
| Seeds Investor LLC | 1,111 | $503.4K | 0.05% | −212−16.0% | Reduced |
| Fiduciary Family Office, LLC | 1,108 | $501.8K | 0.13% | −491−30.7% | Reduced |
| Evolve Private Wealth, LLC | 1,104 | $500.2K | 0.03% | +132+13.6% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $498.2K | 0.07% | 00.0% | Unchanged |
| Inceptionr LLC | 1,098 | $497.3K | 0.12% | +1,098 | New |
| Abacus Planning Group, Inc. | 1,096 | $496.4K | 0.06% | −59−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,094 | $495.5K | 0.00% | +109+11.1% | Added |
| Engineers Gate Manager LP | 1,084 | $491.0K | 0.01% | −582−34.9% | Reduced |
| Regal Investment Advisors LLC | 1,084 | $490.9K | 0.03% | +1,084 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,080 | $489.2K | 0.02% | −200−15.6% | Reduced |
| Diversified Trust Co | 1,077 | $487.8K | 0.01% | −2,446−69.4% | Reduced |
| RDA Financial Network | 1,075 | $486.7K | 0.11% | +54+5.3% | Added |
| Legato Capital Management LLC | 1,068 | $483.7K | 0.04% | −1,863−63.6% | Reduced |
| Sepio Capital, LP | 1,062 | $480.8K | 0.02% | −48−4.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,053 | $476.9K | 0.03% | +266+33.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,051 | $476.0K | 0.05% | −4−0.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,051 | $476.0K | 0.10% | +1,051 | New |
| Legacy Private Trust Co. | 1,050 | $475.6K | 0.03% | −90−7.9% | Reduced |
| Aviso Financial Inc. | 1,049 | $475.1K | 0.02% | +14+1.4% | Added |
| West Family Investments, Inc. | 1,049 | $475.1K | 0.14% | +358+51.8% | Added |
| Howland Capital Management LLC | 1,046 | $473.8K | 0.02% | +1+0.1% | Added |
| MONECO Advisors, LLC | 1,044 | $472.9K | 0.03% | +57+5.8% | Added |
| Polymer Capital Management (US) LLC | 1,040 | $471.0K | 0.07% | −2,774−72.7% | Reduced |
| Heritage Family Offices, LLP | 1,036 | $469.2K | 0.18% | −512−33.1% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 1,036 | $469.2K | 0.18% | +1,036 | New |
| Stratos Wealth Advisors, LLC | 1,034 | $468.3K | 0.03% | +1+0.1% | Added |